Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGER FINANCIAL GROUP INC | COM | 2651 | $1,278,779 | 7,882 | 0.00 | 0.00 | 326 | 4.31 | 03-31-2024 |
ROYAL CAPITAL WEALTH MANAGEMENT LLC | COM | 2652 | $1,150,755 | 7,853 | 0.00 | 0.00 | -3,751 | -32.33 | 12-31-2023 |
ALBAR CAPITAL LTD | COM | 2653 | $1,191,614 | 7,853 | 0.00 | 7,853 | +Inf | 06-30-2023 | |
GATEWAY ADVISORY LLC | COM | 2654 | $1,149,545 | 7,845 | 0.00 | 0.00 | 226 | 2.97 | 12-31-2023 |